Seminar Training #3 - The Slides and Strategies
Objective - Learn the seminar slides and the strategies behind them so that your focus is not on the information, but rather the clients and their faces...
  • ​How to present the content to engage is important.
  • ​Remember, clients like to be asked questions to lead them, not be told what they should know. 
  • What can we do to help the clients keep more of their money and lose less to the IRS.
The slides we use are thought out in a process of leading the client.
  • Create interest (opening)
  • Show the client what they have never heard before about taxes
  • Show the client what they can do (high level - Leave meat on the bone)
  • Offer opportunities to find out what these topics can do for them
  • Show them how to meet with you to get the answers that they want
Tax Seminar Resources
THE ASSIGNMENT
- Master the Slides and Strategies (one by one)
- Record yourself and watch it over and over
- Would you want more information?
- What areas need to be cleaned up?
BECOME AN EXPERT...
Master the Art of Financial Seminars with
​Frank Maselli
We are experts on Retirement and Tax Planning Strategies.

(Click to Expand)
We appreciate your Online Review!
Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com

Business Tax Mitigation for Business Owners
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-registered investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online, and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county; we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS >>>>>>>